Position in OGS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,380,060
+$571,021 QoQ
Shares Held
16,023
+53.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in OGS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $35,959,091 across 12 Utilities - Regulated Gas names. OGS ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPK |
Chesapeake Utilities Corp
|
157,336 | $19,882,550 | |
| 2 | ATO |
Atmos Energy Corp
|
21,608 | $3,991,429 | |
| 3 | UGI |
Ugi Corp /Pa/
|
61,794 | $2,250,537 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
27,761 | $1,926,891 | |
| 5 | NI |
Nisource Inc.
|
40,115 | $1,871,765 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
19,296 | $1,676,822 | |
| 7 | OGS |
ONE Gas, Inc.
This page
|
16,023 | $1,380,060 | |
| 8 | NJR |
New Jersey Resources Corp
|
17,057 | $936,770 |
All Filings in OGS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,380,060 | 16,023 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $809,039 | 10,473 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $790,055 | 9,761 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $501,870 | 6,984 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $527,844 | 6,983 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $491,813 | 7,102 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $207,929 | 2,794 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $213,723 | 3,312 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $248,890 | 3,906 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $365,298 | 5,350 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $374,448 | 4,875 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $358,753 | 4,528 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $404,647 | 5,344 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $361,030 | 5,129 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $409,928 | 5,049 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $448,347 | 5,081 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $387,406 | 4,993 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $312,794 | 4,936 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $398,543 | 5,377 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $505,760 | 6,576 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $446,033 | 5,810 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,640,505 | 23,772 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,827,703 | 23,721 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,031,046 | 24,289 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||